# Board Of Trustees New York State Nurses Association Benefits Fund Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-501 > Board Of Trustees New York State Nurses Association Benefits Fund's Health & Welfare plan: 21,293 participants, plan year 2024 financials, providers, and ben… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees New York State Nurses Association Benefits Fund - **Sponsor EIN:** 237336001 - **Sponsor Address:** PO BOX 12430, ALBANY, NY, 122122430 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 21,293 - **Total Assets:** $118.2M ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|21,293|$118.2M|$579.0M|$2.1M| | 2023|19,253|$79.0M|$496.3M|$3.4M| | 2022|18,247|$35.9M|$409.2M|$7.4M| ## Service Providers (Schedule C) Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees). | Provider Name| Role| Direct Compensation| Indirect Compensation| Total Fees| | EMPIRE HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$6,393,747|—|$6,393,747| | EXPRESS SCRIPTS|Other Service Provider|$929,738|—|$929,738| | AETNA LIFE INSURANCE COMPANY|Other Service Provider|$571,846|—|$571,846| | MILLIMAN, INC.|Recordkeeper|$358,045|—|$358,045| | PROSKAUER ROSE LLP|ERISA Attorney|$243,842|—|$243,842| | CHIEF EXECUTIVE OFFICER|Other Service Provider|$205,873|—|$205,873| | BENEFITS DEPARTMENT MANAGER|Other Service Provider|$182,894|—|$182,894| | COHEN WEISS AND SIMON LLP|ERISA Attorney|$159,226|—|$159,226| | CHIEF OPERATING OFFICER|Other Service Provider|$156,804|—|$156,804| | BENEFITS DEPARTMENT SUPERVISOR|Other Service Provider|$127,269|—|$127,269| | SENIOR DISABILITY PARTICIPANT SERVI|Other Service Provider|$118,327|—|$118,327| | SENIOR PARTICIPANT SERVICES REP.|Other Service Provider|$108,192|—|$108,192| | IT MANAGER|Other Service Provider|$105,473|—|$105,473| | DISABILITY PARTICIPANT SERVICES REP|Other Service Provider|$104,375|—|$104,375| | UHY, LLP|Auditor|$103,265|—|$103,265| | PARTICIPANT SERVICES DISABILITY REP|Other Service Provider|$100,944|—|$100,944| | PARTICIPANT SERVICES REP. 4|Other Service Provider|$98,809|—|$98,809| | PARTICIPANT SERVICES REP. 3|Other Service Provider|$92,232|—|$92,232| | CONTROLLER|Other Service Provider|$90,330|—|$90,330| | ENROLLMENT SPECIALIST|Other Service Provider|$88,243|—|$88,243| | PARTICIPANT SERVICES REP. 1|Other Service Provider|$85,472|—|$85,472| | COMMUNICATION SPECIALIST|Other Service Provider|$78,854|—|$78,854| | ACCOUNTING ASSOCIATE 1|Other Service Provider|$73,829|—|$73,829| | BENEFITS FUND CLERK|Other Service Provider|$72,360|—|$72,360| | COBRA SPECIALIST|Other Service Provider|$69,980|—|$69,980| | ADMINISTRATIVE SERVICES MANAGER|Other Service Provider|$68,749|—|$68,749| | ACCOUNTING DEPARTMENT SUPERVISOR|Other Service Provider|$67,863|—|$67,863| | COMMUNICATIONS REPRESENTATIVE|Other Service Provider|$63,662|—|$63,662| | BUSINESS DATA ANALYST|Other Service Provider|$63,119|—|$63,119| | SYSTEM ADMINISTRATOR II|Other Service Provider|$61,193|—|$61,193| | SR. COMMUNICATIONS SPECIALIST|Other Service Provider|$59,642|—|$59,642| | PARTICIPANT SERVICES REP. 2|Other Service Provider|$59,147|—|$59,147| | ADMINISTRATIVE ASSISTANT 1|Other Service Provider|$56,799|—|$56,799| | HOSPITAL SERVICES REPRESENTATIVE|Other Service Provider|$51,059|—|$51,059| | SR. ACCOUNTING ASSOCIATE|Other Service Provider|$49,322|—|$49,322| | ADMINISTRATIVE ASSISTANT 2|Other Service Provider|$48,091|—|$48,091| | IT SUPPORT SPECIALIST|Other Service Provider|$41,506|—|$41,506| | PARTICIPANT SERVICES REP. 5|Other Service Provider|$40,733|—|$40,733| | SENECA CONSULTING GROUP|Other Service Provider|$28,473|—|$28,473| | RECEPTIONIST|Other Service Provider|$27,941|—|$27,941| | BUCHBINDER TUNICK & COMPANY, LLP|Other Service Provider|$10,086|—|$10,086| | MORGAN STANLEY|Other Service Provider|$8,537|—|$8,537| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper - [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $11,525,891 - **Estimated Expense Ratio:** 9.751% of plan assets ### Historical Administrative Expenses Breakdown of administrative expense categories reported on Form 5500 filings. | Year| Total Admin Expenses| Investment Mgmt Fees| Contract Admin Fees| IQPA Audit Fees| Professional Fees| | 2024|$12,135,048|—|$7,895,331|$103,266|—| | 2023|$11,474,231|$16,950|$7,360,230|$78,090|—| | 2022|$7,099,597|$107,842|$2,936,920|—|$978,340| ## Similar Plans - [Paychex Retirement LLC](https://planprovider.pro/companies/paychex-retirement-llc-401k-plan) — 621,703 participants - [Board Of Trustees Of The United Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-502) — 88,543 participants - [Board Of Directors Of Pentegra Defined Contribution Plan](https://planprovider.pro/companies/board-of-directors-of-pentegra-defined-contribution-plan-401k-plan) — 35,585 participants - [Board Of Trustees Of The United Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-501) — 23,107 participants - [Board Of Trustees-New York State Nurses Association Pension Plan](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-pension-plan-plan) — 22,140 participants - [Csea Child Care Providers Trust Fund](https://planprovider.pro/companies/csea-child-care-providers-trust-fund-812197772-520) — 12,952 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-501) © 2026 PlanProvider.Pro